Old Reports -> Stock -> Backorder

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When an Invoice is processed, and the quantity ordered and the quantity shipped are not the same, the difference will appear on the backorder report. The quantity ordered is the amount of stock items the debtor (customer) has requested. The quantity shipped is the amount of goods actually supplied.

TurboCASH keeps a list of these Stock Items for Orders that could not be fulfilled. The details may be retrieved from TurboCASH in the Backorder list, so as not to lose any orders that were not fulfilled.

This report summarises or lists quantities ordered by a debtor (customer) which are not yet shipped.

This report allows you to keep track of the stock items ordered by debtors (customers) which could not be shipped or delivered. You may use this report to see that necessary quantities are available.

Print Stock Backorder Reports

To Generate a Stock Backorder Report:

1.Click on the Tools  → Old Reports → Stock → Backorder menu.

The Backorder Options screen is displayed:

2.Send Report to - Select the output method (screen, printer, file, e-mail or fax).

3.From Stock Code ... To - Select the stock code, or a range of stock codes, to include in the report.

4.Click on the OK button. The report will be sent to the medium selected in the Send Report to field.

CHANGED

The Backorder screen replaced the previous Backorder Options screen and the new screen is now static. The Action does not work.

This report may also be printed from the Stock Sidebar Backorder - click on Report button.

View Stock Back Order Reports

The Stock Backorder report will only include the sales Invoices entered in the Input → Documents menu, and which are posted (updated) to the ledger, for which no quantity is entered in the Ship field of the Document Entry Details screen.


An example of the Stock Back-Order report, reflecting the details, is:

The Backorder Report displays the information in the following four (4) columns:

1.Stock Code - The stock code, for which no quantity was entered in the Ship field of the Invoice (Document Entry Details screen).

2.Account - The Debtor (Customer) Account for which no quantity was entered in the Ship field of the Invoice (Document Entry Details screen).

3.Quantity - The quantity specified in the Order field, for which no quantity was entered in the Ship field of the Invoice (Document Entry Details screen).

4.Selling Price - The selling price for one stock item will be displayed exclusive of Tax (VAT/GST/Sales Tax), if Exclusive amounts are displayed on the Document Entry screen. If Inclusive is selected, the selling price for one stock item will be displayed exclusive of Tax (VAT/GST/Sales Tax).

After you have received the stock items, and you process the next new invoice for the selected Debtor (Customer) account, the Backorders Outstanding screen will be displayed, listing the Stock Code, Description and Quantities of the items on Back-Order.

You need to select the Include field for the Stock item, and click on the OK button. The transaction will be included on the Invoice (Document Entry - Details screen), and you need to specify the quantity in the Ship field. If the Invoice is updated to the ledger, it will clear the entry on the Stock Backorder report.


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